SD
Stephen Dunnaway Portfolio
Invests via Brown Shipley& Co Ltd | Managed by Brown Shipley & Co Ltd
Invests via Brown Shipley& Co Ltd
Managed by Brown Shipley & Co Ltd
Automatically Tracked
Stephen Dunnaway Profile
With extensive experience in the technology sector, Stephen Dunnaway has been a driving force behind several successful startups. He co-founded innovative companies that leverage cutting-edge solutions to enhance operational efficiency and client engagement. Throughout his career, he has demonstrated an exceptional ability to scale businesses by integrating advanced technologies and leading dynamic teams. His deep understanding of market dynamics positions him as a vital contributor to entrepreneurship and investment discussions within the tech community.
With extensive experience in the technology sector, Stephen Dunnaway has been a driving force behind several successful startups. He co-founded innovative companies that leverage cutting-edge solutions to enhance operational efficiency and client engagement. Throughout his career, he has demonstrated an exceptional ability to scale businesses by integrating advanced technologies and leading dynamic teams. His deep understanding of market dynamics positions him as a vital contributor to entrepreneurship and investment discussions within the tech community.
Investment Philosophy & Strategy
Stephen Dunnaway approaches investments with an entrepreneurial mindset, reflecting his extensive background in technology startups. By identifying transformative opportunities, he emphasizes the integration of innovative solutions to optimize business operations and drive growth. His acute awareness of market dynamics informs strategic decision-making, allowing for astute capital allocation aimed at scalable ventures. This blend of operational expertise and vision shapes his investing strategy, positioning him as a pivotal figure in fostering advancements that resonate within the tech ecosystem.
Stephen Dunnaway approaches investments with an entrepreneurial mindset, reflecting his extensive background in technology startups. By identifying transformative opportunities, he emphasizes the integration of innovative solutions to optimize business operations and drive growth. His acute awareness of market dynamics informs strategic decision-making, allowing for astute capital allocation aimed at scalable ventures. This blend of operational expertise and vision shapes his investing strategy, positioning him as a pivotal figure in fostering advancements that resonate within the tech ecosystem.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
56.73%
Gain +0.45%
Monthly
1.36%
Yearly
17.6%
Drawdown
17.2%
$188.23M
Equity
Holdings
$188.23M
Investment
$121.39M
$100.61M
Profit +$1.04M
Realized
$33.78M
Unrealized
$66.83M
Dividends
$6.15M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.45%
Profit
$1.04M
Win %
63%
This Week
Compared To Last Week
Gain
-3.04%
Profit
-$5.9M
Win %
63%
This Month
Compared to last month
Gain
-3.2%
Profit
-$6.22M
Win %
63%
This Year
Compared to last year
Gain
-5.47%
Profit
-$8.91M
Win %
63%
INTC Intel Corporation
+6.48%
+$386,140.36 
KEYS Keysight Technologies, Inc.
+3.12%
+$64,442.16 
EQX Equinox Gold Corp.
+3.03%
+$18,181.5 
HASI Hannon Armstrong Sustainable Infrastructure Capital Inc.
+2.57%
+$144 
T AT&T Inc.
+2.48%
+$53,191.83 
VZ Verizon Communications Inc.
+2.46%
+$1,171.17 
JPM JPMorgan Chase & Co.
+2.3%
+$224,376.25 
CMCSA Comcast Corp
+2.23%
+$267.5 
SYK Stryker Corporation
+2.11%
+$807.5 
GIS General Mills, Inc.
+2.01%
+$476 
TSLA Tesla, Inc.
+1.88%
+$106,556.13 
EL The Estée Lauder Companies Inc. Class A
+1.86%
+$12,472.2 
CM Canadian Imperial Bank of Commerce
+1.46%
+$7,921.8 
SPGI S&P Global Inc.
+1.36%
+$141 
NEE NextEra Energy, Inc.
+1.3%
+$37,743.49 
SUNB Sunbelt Rentals Holdings, Inc.
+1.23%
+$500 
ICE Intercontinental Exchange, Inc.
+1.09%
+$1,748.31 
JNJ Johnson & Johnson
+1.07%
+$714 
V Visa Inc. Class A
+1.05%
+$94,435.5 
XYL Xylem Inc.
+0.91%
+$108.9 
OTIS Otis Worldwide Corporation
+0.89%
+$18,316.87 
FERG Ferguson Enterprises Inc
+0.88%
+$1,668.3 
RSG Republic Services, Inc.
+0.86%
+$125.3 
PG Procter & Gamble Co
+0.85%
+$40,417.28 
GE General Electric Company
+0.81%
+$953.1 
BKNG Booking Holdings Inc.
+0.81%
+$297 
CVX Chevron Corporation
+0.75%
+$24,915.62 
SBUX Starbucks Corporation
+0.75%
+$598.23 
COST Costco Wholesale Corporation
+0.72%
+$174.75 
UNH UnitedHealth Group Incorporated
+0.71%
+$16,617.36 
PYPL PayPal Holdings Inc
+0.7%
+$2,701.64 
KHC The Kraft Heinz Company
+0.7%
+$436.73 
MA Mastercard Incorporated
+0.7%
+$1,508.55 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+0.64%
+$10,030.98 
GOOGL Alphabet Inc
+0.56%
+$73,650.37 
HON Honeywell International Inc.
+0.55%
+$429.55 
MRNA Moderna, Inc.
+0.54%
+$28.08 
FTV Fortive Corporation
+0.54%
+$336.32 
JXN Jackson Financial Inc.
+0.48%
+$332.8 
GOOG Alphabet Inc
+0.46%
+$93,639.08 
PEP PepsiCo, Inc.
+0.4%
+$583.48 
BMY Bristol-Myers Squibb Company
+0.4%
+$60.75 
CDNS Cadence Design Systems, Inc.
+0.31%
+$53.1 
WM Waste Management, Inc.
+0.29%
+$8,103.81 
XOM Exxon Mobil Corporation
+0.29%
+$567.79 
A Agilent Technologies Inc.
+0.2%
+$1,910.74 
NVDA NVIDIA Corporation
+0.18%
+$52,651.37 
DXCM DexCom, Inc.
+0.16%
+$16.2 
PFE Pfizer Inc.
+0.15%
+$326.2 
MSFT Microsoft Corp.
+0.13%
+$28,317.12 
RY Royal Bank of Canada
+0.12%
+$2,662.5 
BABA Alibaba Group Holding Limited SP ADR
+0.1%
+$57.97 
KO The Coca-Cola Company
+0.1%
+$402.16 
ORCL Oracle Corporation
+0.05%
+$65.87 
BIIB Biogen Inc.
+0.04%
+$7.65 
PANW Palo Alto Networks, Inc.
+0.03%
+$120 
MCD McDonald's Corporation
+0.01%
+$4.48 
TDBKF Toronto Dominion Bank (ON)
0%
$0 
TRI
0%
$0 
HBIO Harvard Bioscience, Inc.
-8.43%
-$267.68 
ADBE Adobe Inc.
-6.71%
-$2,893.93 
CTAS Cintas Corporation
-3.09%
-$1,517.4 
LLY Eli Lilly and Company
-2.41%
-$129,766.88 
NKE Nike, Inc. - Class B
-2.33%
-$9,408.51 
MRK Merck & Co., Inc.
-1.41%
-$61,122.54 
MELI MercadoLibre, Inc.
-1.27%
-$1,149.12 
AMT American Tower Corporation
-1.19%
-$33,283.02 
NFLX Netflix, Inc.
-1.14%
-$279 
AVGO Broadcom Inc.
-0.94%
-$24,337.33 
NOW ServiceNow, Inc.
-0.84%
-$42,772.78 
CSCO Cisco Systems, Inc.
-0.6%
-$1,373.86 
MDLZ Mondelez International, Inc.
-0.58%
-$120.99 
SNPS Synopsys, Inc.
-0.57%
-$36,952.62 
ISRG Intuitive Surgical, Inc.
-0.44%
-$168.33 
DIS The Walt Disney Company
-0.3%
-$18,405.22 
CRM Salesforce Inc
-0.25%
-$28.7 
META Meta Platforms Inc Class A
-0.23%
-$15,293.08 
INTU Intuit Inc.
-0.1%
-$54.04 Events
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Dividends
Dividend Analysis
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| Trades 868 | Longs Won 527/868 60% | Profit Factor 4.23 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $902,025.37 |
| Average Win $249,970.46 | Best Trade (Jun 12) $18.32M | Sharpe Ratio -19.21 |
| Average Loss -$91,272.08 | Worst Trade (Sep 30) -$4.95M | Z-Score -1.32 (81.6%) |
| Commissions $0 | Avg. Trade Length 1y 2m 2w | Expectancy $115,910.89 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.36% |
| Consecutive Losing Trades | 2,062 | 1,856 | 1,649 | 1,443 | 1,237 | 1,031 | 825 | 619 | 412 | 206 |
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Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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